Create New Patient- Clinic Schedule

Create New Patient-Clinic Schedule
The purpose of this page is to demonstrate how to create a new patient without leaving the Clinic Schedule

Starting Point: Navigate to the clinic Schedule.
Double click on time block

  • Select Appt Type
  • Click ‘Add New’

Workflow Improvement 2022.04.12 – When you add the new patient name, the name is autopopulated in the name field when you return to the scheduling tool.

  1. First Name
  2. Last Name
  3. Gender
  4. Date of Birth
  5. Email
  6. Address
  7. City
  8. State
  9. Home Phone
  10. Zip
  11. Cell Phone
  12. Contact Preference

Click Save.

NOTE: Once back at the clinic schedule search for new patient, finish event.